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AOS
$61.68-$0.04 (-0.06%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.5B
138M shares
52-week range
$54.16 – $81.87
27% from low
Sector
HOUSEHOLD APPLIANCES
Exchange
NYSE
CS
Borrow rate
0.40%
Easy to borrow
Price (6 mo)
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Change$-10.38
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.19B | $2.99B | $2.90B | $3.54B | $3.75B | $3.85B | $3.82B | $3.83B |
| Cost of revenue | $1.88B | $1.81B | $1.79B | $2.23B | $2.42B | $2.37B | $2.36B | $2.34B |
| Gross profit | $1.31B | $1.18B | $1.11B | $1.31B | $1.33B | $1.48B | $1.46B | $1.49B |
| Gross margin | 41.0% | 39.5% | 38.3% | 37.0% | 35.4% | 38.5% | 38.1% | 38.8% |
| R&D | $94.0M | $87.9M | $80.7M | $94.2M | $89.0M | $97.5M | $101.7M | $0 |
| Operating income | $551.7M | $466.8M | $446.2M | $609.5M | $658.7M | $757.4M | $716.8M | $728.0M |
| EBITDA | $638.1M | $561.4M | $531.2M | $707.8M | $310.0M | $823.8M | $786.5M | $792.2M |
| Net income | $444.2M | $370.0M | $344.9M | $487.1M | $235.7M | $556.6M | $533.6M | $546.2M |
| Net margin | 13.9% | 12.4% | 11.9% | 13.8% | 6.3% | 14.4% | 14.0% | 14.3% |
| EPS (diluted) | 2.58 | 2.22 | 2.12 | 3.02 | 1.51 | 3.69 | 3.63 | 3.86 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.9B | $3.78 | $3.73–$3.86 | 10 |
| 2027 | $4.1B | $4.16 | $4.13–$4.21 | 10 |
| 2028 | $4.3B | $4.48 | $4.25–$4.77 | 3 |
| 2029 | $4.4B | $4.79 | $4.74–$4.85 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$86.94
Price
$61.68
Implied upside
+41%
Peer comparison
A.O. Smith Corporation
A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (80% of sales) and rest of world (20% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 36% and 52% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered in the mid-1990s.
www.aosmith.com- Employees
- 11,500
- IPO / List date
- Sep 30, 1983
- HQ
- MILWAUKEE, WI
Held by traders on TradeandTell
No one on the platform currently holds AOS.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 744,400 | $49.1M |
| Bridgewater Associatesas of 2025-12-31 | 198,793 | $13.3M |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 2.30% ($1.42/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-04-30 | $0.3600 | 2026-05-15 |
| 2026-01-30 | $0.3600 | 2026-02-17 |
| 2025-10-31 | $0.3600 | 2025-11-17 |
| 2025-07-31 | $0.3400 | 2025-08-15 |
| 2025-04-30 | $0.3400 | 2025-05-15 |
| 2025-01-31 | $0.3400 | 2025-02-18 |
| 2024-10-31 | $0.3400 | 2024-11-15 |
| 2024-07-31 | $0.3200 | 2024-08-15 |
| 2024-04-29 | $0.3200 | 2024-05-15 |
| 2024-01-30 | $0.3200 | 2024-02-15 |
Recent trades on TradeandTell
No one on the platform has traded AOS yet.
